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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,445 | $107,941-7.9% | $91,994+8.1% | $152,897-35.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 23.59% | 89.28%-65.7pp | 69.04%-45.5pp | 345.43%-321.8pp |
| Employer contribution / active EE | $7,035 | $4,212+67.0% | $3,453+103.8% | $4,764+47.7% |
| Participant deferral / active EE | $2,600 | $6,366-59.2% | $5,924-56.1% | $5,851-55.6% |
| Admin fee / account holder | $1,339 | $10,521-87.3% | $7,744-82.7% | $11,599-88.5% |